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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $4.1B AUM 1,109 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New 408 Added 441 Reduced 218 Exited
Page 14 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BP BP PLC Energy 58,346.0 $2.7M 0.07% -1K -2.5% $47.00 -16.8%
262 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 29,680.0 $2.7M 0.07% +5K +22.6% $92.31 -5.9%
263 INTC INTEL CORP Technology 62,027.0 $2.7M 0.07% +10K +19.6% $44.13 +203.6%
264 UAL UNITED AIRLS HLDGS INC Industrials 29,615.0 $2.7M 0.07% -10K -25.8% $92.07 +28.5%
265 FISV FISERV INC Technology 48,851.0 $2.7M 0.07% +9K +22.4% $55.80 -14.2%
266 JEPI J P MORGAN EXCHANGE TRADED F 47,922.0 $2.7M 0.07% +2K +4.8% $56.68 -1.0%
267 DJCO DAILY JOURNAL CORP Technology 5,578.0 $2.7M 0.07% $482.34 +9.7%
268 EPD ENTERPRISE PRODS PARTNERS L Energy 71,049.0 $2.7M 0.07% -5K -6.8% $37.84 -3.3%
269 VIV TELEFONICA BRASIL SA Communication Services 163,900.0 $2.7M 0.07% -12K -6.6% $16.29 -22.7%
270 TFC TRUIST FINL CORP Financial Services 57,536.0 $2.6M 0.06% -15K -21.0% $45.97 +5.1%
271 ET ENERGY TRANSFER L P Energy 136,559.0 $2.6M 0.06% -14K -9.1% $19.30 -2.9%
272 FAST FASTENAL CO Industrials 56,479.0 $2.6M 0.06% -9K -13.3% $46.40 -1.1%
273 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5,388.0 $2.6M 0.06% -393.0 -6.8% $484.98 -3.5%
274 ENB ENBRIDGE INC Energy 48,257.0 $2.6M 0.06% -2K -4.4% $54.14 +0.8%
275 MAS MASCO CORP Industrials 43,217.0 $2.6M 0.06% +5K +13.4% $60.37 +23.2%
276 TOTALENERGIES SE 28,464.0 $2.6M 0.06% +3K +12.2% $91.38
277 FICO FAIR ISAAC CORP Technology 2,424.0 $2.6M 0.06% -82.0 -3.3% $1067.54 +2.7%
278 SAN BANCO SANTANDER SA Financial Services 229,362.0 $2.6M 0.06% -2K -1.1% $11.28 +19.7%
279 FOXA FOX CORP Communication Services 44,268.0 $2.6M 0.06% -23K -33.9% $58.40 -10.6%
280 ILMN ILLUMINA INC Healthcare 20,887.0 $2.6M 0.06% +329.0 +1.6% $123.26 +31.4%
Page 14 of 56  ·  1,109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 13.4%
Healthcare 11.7%
Communication Services 9.5%
Consumer Cyclical 9.5%
Industrials 7.8%
Energy 5.1%
Basic Materials 4.9%
Consumer Defensive 3.4%
Real Estate 3.3%